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Aviance Capital Partners’s SM Energy SM Stock Holding History

Aviance Capital Partners’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,925
Closed -$462K – 249
2014
Q3 		$462K Buy
+5,925
New +$483K 0.17% 164

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Aviance Capital Partners's SM Position: Q4 2014 in Review

Aviance Capital Partners sold out of SM Energy (SM) in Q4 2014, closing a stake of 5,925 shares — an estimated $462K sold.

Aviance Capital Partners first reported a position in SM in Q3 2014 and held it in 1 quarter. The position peaked at $462K in Q3 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • Aviance Capital Partners reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • Aviance Capital Partners sold 5,925 SM Energy shares in Q4 2014, an estimated $462K.
  • Aviance Capital Partners first reported a position in SM Energy in Q3 2014 and held it in 1 quarter.
  • Aviance Capital Partners's SM Energy position peaked at $462K in Q3 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Aviance Capital Partners's 13F filing for Q4 2014, filed 28 Jan 2015.